Connect Webflow and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
New Order
Updated Order
Site Published
Page Created
Page Deleted
Collection Item Created
Collection Item Deleted
Page MetaData Updated
Inventory Changed
User Account Added
User Account Updated
User Account Deleted
Collection Item Changed
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Trigger when a new form submission created.
New Order
Trigger when a new order is created.
Updated Order
Trigger when an order status is updated.
Site Published
Trigger when a site is published.
Page Created
Trigger when a new page is created
Page Deleted
Trigger when a page is deleted.
Do thisActions
Action is the task that follows automatically within your Webflow integrations.
Create Item
Adds a new item to a given collection.
Create Live Item
Creates a new item in a collection on your Webflow site and immediately publishes the site
Get all Sites
Get details of all sites.
List Collection
List of all Collections within a Site.
Update Live Item
Updates an existing item in a collection on your Webflow site and immediately publishes the site
Create Collection
Create a Collection for a site.
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Frequently Asked Questions
To start, connect both your Webflow and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webflow triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Webflow data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Webflow and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Webflow and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Webflow
Webflow is a powerful web design and development platform that empowers users to create responsive websites visually, without the need for extensive coding knowledge.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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